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Bank of America

2,980 hedge funds and large institutions have $221B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,145 increasing their positions, 1,294 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 121

1% more funds holding

Funds holding: 2,9462,980 (+34)

0.47% less ownership

Funds ownership: 72.13%71.66% (-0.47%)

2% less capital invested

Capital invested by funds: $224B → $221B (-$3.67B)

12% less repeat investments, than reductions

Existing positions increased: 1,145 | Existing positions reduced: 1,294

16% less funds holding in top 10

Funds holding in top 10: 10992 (-17)

25% less call options, than puts

Call options by funds: $4.67B | Put options by funds: $6.2B

Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
42.79%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.32%
New
189
Increased
1,145
Reduced
1,294
Closed
121
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FTC
1926
Farmers Trust Company
Ohio
$645K +$51.1K +1,275 +9%
FPCG
1927
Fort Pitt Capital Group
Pennsylvania
$645K -$18.2M -454,764 -97%
GFP
1928
Gryphon Financial Partners
Ohio
$644K +$31.6K +789 +5%
HWA
1929
HHM Wealth Advisors
Tennessee
$642K -$5.77K -144 -0.9%
CMTU
1930
Capital Markets Trading (UK)
United Kingdom
$641K -$3.44M -85,785 -84%
FAG
1931
Fortitude Advisory Group
Washington
$638K -$39.2K -978 -6%
AWP
1932
Ascent Wealth Partners
New York
$638K +$32.4K +808 +5%
LSA
1933
Lion Street Advisors
Texas
$637K +$7.49K +187 +1%
AFAS
1934
Acorn Financial Advisory Services
Virginia
$636K -$1.72K -43 -0.3%
FWSM
1935
First Wilshire Securities Management
California
$633K -$431K -10,742 -40%
GC
1936
Gilbert & Cook
Iowa
$633K -$2.93K -73 -0.5%
RWP
1937
Revolve Wealth Partners
New Jersey
$633K +$107K +2,679 +20%
ZIG
1938
Zullo Investment Group
Pennsylvania
$631K +$2K +50 +0.3%
CAMV
1939
Concord Asset Management (Virginia)
Virginia
$630K +$11.8K +294 +2%
GPI
1940
General Partner Inc
Pennsylvania
$630K
AGP
1941
Autumn Glory Partners
Texas
$624K
NFA
1942
Northern Financial Advisors
Michigan
$623K -$8.42K -210 -1%
HIC
1943
Harvey Investment Company
Kentucky
$622K
SIG
1944
Sky Investment Group
Connecticut
$621K
FC
1945
Forte Capital
New York
$621K -$16.6K -415 -3%
KIA
1946
Knollwood Investment Advisory
Maryland
$621K
CPWA
1947
Cerro Pacific Wealth Advisors
California
$620K
FFA
1948
Florida Financial Advisors
Florida
$619K +$95.1K +2,374 +18%
NHT
1949
New Hampshire Trust
New Hampshire
$619K -$228K -5,690 -27%
FCFC
1950
First Citizens Financial Corp
Iowa
$619K -$1.8K -45 -0.3%

BAC Hedge Fund Activity: Q3 2024 in Review

2,980 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2024, worth a combined $221B — down 1.6% from $224B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new BAC positions and 121 closed out — a net gain of 68 holders — while 1,145 added to existing stakes and 1,294 trimmed.

The largest buyer was BlackRock, adding an estimated $1.23B. The largest seller was Berkshire Hathaway, cutting an estimated $9.42B.

  • 2,980 institutional investors held Bank of America (BAC) as of Q3 2024, up from 2,946 in Q2 2024.
  • Funds reported $221B of Bank of America stock for Q3 2024, down 1.6% quarter-over-quarter.
  • 189 funds opened new Bank of America positions in Q3 2024 and 121 closed out, a net change of +68 holders.
  • The largest Bank of America buyer in Q3 2024 was BlackRock, an estimated $1.23B added.
  • The largest Bank of America seller in Q3 2024 was Berkshire Hathaway, an estimated $9.42B sold.

Based on aggregated 13F filings for Q3 2024.